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How do I remind a person to finish their onboarding?

Onboarding reminder1:43

"How do I remind a person to finish their onboarding?"

Sometimes people need a gentle reminder to complete their onboarding to 100%.

To send an email reminder to a person, asking them to complete their onboarding to 100%:

  1. First, select the person on: "Menu", then "People"
  2. Then while on the default "Person" tab, scroll down to: "Self onboarding"
  3. The percentage (at the top) shows you how complete the onboarding is.
  4. To send the person a reminder email, scroll down and tap: Remind
  5. To see what the reminder email looks like, tap the blue "see email" link.
  6. In the preview, you'll see a note explaining that if the person replies to the reminder email, the reply goes back to your email inbox.
  7. Then when you're ready to send it, tap: Yes ... email reminder
  8. And finally, you'll see a confirmation that your reminder email's been sent.

You may notice:

  • That the onboarding reminder email works the same for both "Admin onboarding" and: "Self onboarding"

To learn more:

And that's it! That's everything you need to know about sending an email reminder to a person, asking them to complete their onboarding to 100%!

Updated: Mon, Feb 5, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/Onboarding/How_do_I_remind_a_person_to_finish_their_onboarding